Our Team

As a Portfolio Manager, Rob is able to provide clients with additional benefits such as customized portfolio management, access to broader range of securities as well as fee transparency and deductibility. Rob works directly with clients to create investment and tax savings strategies. He builds investment management and tax savings strategies that help accomplish our clients financial plan. Rob has worked in the financial services industry since 1998 and continues to believe he makes a significant difference in the lives of his clients by providing qualified, expert advice. Rob’s extensive experience and certifications include Portfolio Manager, Chartered Investment Manager Designation (CIM®), Certified Financial Planner (CFP®), certified FAMILY ENTERPRISE ADVISOR™, Chartered International Wealth Manager (CIWM®), as well as a Masters of Business Administration (MBA) from the University of Manitoba.

Rob’s greatest pride is in raising his 4 children along with his wife, Chantelle. As a family, they enjoy camping, travelling and any type of competitive game or challenge, whether as a team or against each other. Rob enjoys supporting his kids and encouraging them to excel in the activities they have chosen, including, volleyball, acting, triathlon and cross-country. Rob is also proud to support Chantelle in the businesses that she owns and manages.